Alibaba's Limited Mobility

Mobile Business Will Be Key for Alibaba

U.S. Internet companies like Facebook and Google live or die on mobile. The same will be true of Chinese e-commerce giant Alibaba.

Alibaba's filing for a U.S. initial public offering boasts of rapid growth and rising margins, but it raises concerns about its ability to make money off mobile traffic. This is no small matter. Firms that can't show their businesses are migrating well from desktops to mobile devices have justifiably...